Fee-OnlyFinder

Flat / fixed fees in Chattanooga, TN

20 advisers in Chattanooga offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 20

Acumen Wealth Advisors, LLC250 Forest Avenue · Chattanooga, TN 37405 · (423) 825-4796 · Financial planningCRD 282565 · % of assets, Hourly charges, Fixed fees · $638.5 million AUMSEC registeredNo commissions reportedAm Investment Strategies, LLC832 Georgia Avenue, Suite 100 · Chattanooga, TN 37402 · (423) 486-1888 · Financial planningCRD 165823 · % of assets, Fixed fees · $738.4 million AUMSEC registeredNo commissions reportedApex Strategic Wealth, LLC3800 St. Elmo Ave., Suite 129 · Chattanooga, TN 37409 · (423) 602-5390 · Financial planningCRD 308569 · % of assets, Hourly charges, Fixed fees · $292.1 million AUMSEC registeredNo commissions reportedBarnett & CO INC1300 Broad Street, Suite 303 · Chattanooga, TN 37402 · (423) 756-0125 · Financial planningCRD 105867 · % of assets, Hourly charges, Fixed fees · $142.0 million AUMSEC registeredNo commissions reportedBigham Wealth Advisory LLC106 Pine Cone Ln · Chattanooga, TN 37415 · (423) 541-3587 · Financial planningCRD 310958 · % of assets, Hourly charges, Fixed fees · $13.7 million AUMState registeredNo commissions reportedBrooks, Moore & Associates, INC.3905 Saint Elmo Avenue · Chattanooga, TN 37409 · (423) 756-8628 · Flat / fixed feesCRD 105716 · % of assets, Fixed fees · $348.9 million AUMSEC registeredNo commissions reportedCampbell Asset Management, LLC301 Forest Avenue · Chattanooga, TN 37405 · (423) 265-7931 · Financial planningCRD 125052 · % of assets, Hourly charges, Fixed fees · $146.0 million AUMSEC registeredNo commissions reportedEvergreen Advisors, LLC1206 Pointe Centre Drive, Suite 160 · Chattanooga, TN 37421 · (423) 933-1814 · Financial planningCRD 149861 · % of assets, Hourly charges, Fixed fees · $522.8 million AUMSEC registeredNo commissions reportedFuerst Financial Group, INC.6005 Century Oaks Drive, Suite 700 · Chattanooga, TN 37416 · (423) 899-8555 · Financial planningCRD 149172 · % of assets, Hourly charges, Fixed fees · $100.9 million AUMSEC registeredNo commissions reportedGuardian Wealth Management, LLC736 Market Street, Suite 1320 · Chattanooga, TN 37402 · (423) 510-0409 · Financial planningCRD 118668 · % of assets, Hourly charges, Fixed fees · $411.1 million AUMSEC registeredNo commissions reported
Hhm Wealth Advisors, LLC1181 King Street · Chattanooga, TN 37403 · (423) 826-1670 · Financial planningCRD 150843 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedImagine Financial Security LLC1100 Market Street, Suite 600 · Chattanooga, TN 37402 · (904) 323-2069 · Financial planningCRD 311694 · % of assets, Hourly charges, Fixed fees · $56.4 million AUMState registeredNo commissions reportedIntegra Wealth101 W. 21st Street · Chattanooga, TN 37408 · (423) 664-0344 · Financial planningCRD 149999 · % of assets, Hourly charges, Fixed fees · $116.5 million AUMSEC registeredNo commissions reportedLattice Wealth Advisors4610 Brainerd Rd, Unit 6 · Chattanooga, TN 37411 · (423) 225-2450 · Financial planningCRD 301132 · % of assets, Hourly charges, Fixed fees · $47.6 million AUMState registeredNo commissions reportedPatten and Patten, INC.555 Walnut Street, Suite 280 · Chattanooga, TN 37402 · (423) 756-3480 · Flat / fixed feesCRD 105414 · % of assets, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedPatton Albertson Miller Group, LLC605 Chestnut Street, Suite 900 · Chattanooga, TN 37450 · (423) 414-2100 · Financial planningCRD 281558 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedRich Dewitt Wealth Management LLC5959 Shallowford Rd, Suite 105 · Chattanooga, TN 37421 · (423) 954-7273 · Financial planningCRD 327682 · % of assets, Hourly charges, Fixed fees · $51.5 million AUMState registeredNo commissions reportedRooks Wealth Advisors, LLC412 Georgia Avenue, Suite, 236 · Chattanooga, TN 37403 · (423) 690-8090 · Financial planningCRD 316013 · % of assets, Hourly charges, Fixed fees · $69.0 million AUMState registeredNo commissions reportedStone Bridge Asset Management, LLC240 Forest Avenue, Suite 101 · Chattanooga, TN 37405 · (423) 605-4645 · Financial planningCRD 159334 · % of assets, Fixed fees · $84.1 million AUMState registeredNo commissions reportedThe Patten Group, INC.832 Georgia Avenue, Suite 360 · Chattanooga, TN 37402 · (423) 531-0360 · Financial planningCRD 168255 · % of assets, Hourly charges, Fixed fees · $725.1 million AUMSEC registeredNo commissions reported